Retirement Wealth Advisors (“RWA”) is a Fee-Only SEC Registered Investment Advisor headquartered in Grand Rapids, Michigan. The firm was founded in 2005 to serve the specific needs of retired or soon to be retired investors.
Over the past 10 years we have expanded throughout the United States, with over 180 independent financial advisors serving over 6,000 households and nearly 10,000 accounts.
“I am the founder and president of Retirement Wealth Advisors. Each day I strive to use my talents to make a positive impact in the lives of our many clients.”
After starting his career with Morgan Stanley, Jason decided to create Retirement Wealth Advisors, to better independently serve clients. With a passion for quantitative portfolio management and financial education, he has been very active in sharing his knowledge via numerous national media outlets, such as: Financial Planning Magazine, Forbes, OnWallStreet.com, Financial Advisor Magazine, and many more.
Danielle is the CCO of FormulaFolio Investments. In her current role with FormulaFolios, Danielle oversees the compliance efforts to ensure conformity with regulatory requirements and internal policies for the growing firm.
She most recently served as the Chief Operations Officer at her previous employer, which came after a lengthy stay as the organization's Chief Compliance Officer, where she developed efficient, streamlined procedures focused on risk reduction and achieving compliance with State, FINRA and SEC regulations. As a current resident of East Lansing, Michigan, Danielle spends time in both Mid and West Michigan. Along with the 7 insurance and securities licenses maintained, she holds a Bachelor of Arts Degree from Michigan State University and a Masters of Business Administration in Finance from Davenport University.
Mr. Van Woerkom has been with Retirement Wealth Advisors since 2007 and currently serves as Director of Financial Planning. His team of experienced Certified Financial Planners and Chartered Financial Analysts build more than 500 comprehensive financial plans for clients each year.
Joel lives with his wife and three kids in Hudsonville, Michigan. He earned his undergraduate degree at Calvin College and his MBA from Western Michigan University.
Mr. Crump has been with RWA since 2007 and currently serves as the Private Client Group Director. In this role he leads our our midwest region of personal financial advisors as well as our national network of advisors that offer financial planning to clients remotely via the internet.
Prior to joining Retirement Wealth Advisors Mr. Crump spent 8 years working as a financial advisor for some of the largest banking networks in the midwest, including JP Morgan Chase and Fifth Third National Bank.
Jason is a graduate of Calvin College and resides with his family in Hudsonville, Michigan.
"The number one responsibility of a financial advisor is to know their client - their goals, their fears, the level of risk they are willing to take and the level of risk they should take. With that knowledge in mind, a complete financial solution can be implemented to help a client navigate retirement with confidence and without stress."
Jeff has been in the financial services business since 2001, serving in executive level positions for both National Marketing Organizations. Having owned his own RIA, he has an extensive background in asset management, compliance and training advisors on how to incorporate asset management into financial planning for clients. His commitment to client service and building genuine relationships makes Jeff a great business partner for advisors. Jeff is a graduate of Western Michigan University with a BA in Finance.
"Our number one focus is customer service. This is true for both advisors and clients alike. I find such joy in working so closely with our advisors. It's rewarding to see their transition go so smoothly, while also creating a strong relationship with them."
Kaleigh is VP of Advisor Services for Retirement Wealth Advisors. Her responsibilities include managing incoming client paperwork and coordinating directly with the custodians to ensure prompt processing for all clients and advisors. She is key member of the Retirement Wealth Advisors Support Team and is available to answer questions regarding paperwork and processing. Kaleigh graduated with honors from Grand Valley State University with a degree in Business Management.
"I use my knowledge and experience to provide timely and accurate execution for portfolios."
Matthew Voss is the VP of Trading Systems. Matt has over seven years of trading experience for Retail and Institutional clients and four years of managing a Trade Desk before joining FormulaFolios. Matt provides accurate and timely execution for all our clients and provides service across several trading platforms. He lives with his wife and two kids in Allendale, Michigan. He earned his Bachelors Degree from Ferris State University in 2003.
"Customer service is my number one focus. I believe that friendly and quick service is the basis of great work relationships."
Lies Rusticus is an Advisor Services Support team member at Retirement Wealth Advisors with the responsibilities of processing new business, helping Investment Advisor Representatives with daily issues and concerns, advisor training, cashiering, and assisting with the management of technologies. Lies graduated from Grand Valley State University with a bachelor’s degree in public relations. Lies got married in July, 2012 and resides in Wyoming, MI with her husband. Her hobbies include going to concerts, spending time with family and friends, and being happily married.